Medina Value Partners, LLC

Fee-Only (% of Portfolio)

Medina Value Partners provides investment advice on various U.S. and foreign investment products. They manage private funds according to each fund's offering memorandum. They also offer investment advisory services to institutional clients through sub-advisory relationships, managing accounts on a discretionary basis. Medina Value Partners does not participate in wrap fee programs.

Assets Under Management$510M
Clients7
AdvisorsN/A
Avg. per Client$73M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)

Medina Value Partners manages investments for private funds and sub-advisory clients. Management fees for private funds typically range from 1.5% to 2% of the value of the investments. Performance-based compensation ranges from 15% to 20% of net capital appreciation. Fees and compensation are negotiated separately with each sub-advisory client and are dependent on numerous factors.

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Medina Value Partners, LLC | TrueAdvisor